Advanced Select Members Window

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Use the search properties to specify the criteria and the parameters by which to search for members to be used in the member list. That list can be used as a level filter, to create a user list, or to help build an expression.

Note: The window also is used when administrators set up roles.

Search For: - Enter a value in the Search For field. Multiple searches can be entered by separating them with a semicolon. If the Search For field is left blank, the available list displays all members for the active level.

Search By: - Use this drop-down list to select the attribute relationship to perform the search on.

Contains, Does not contain, Starts With, Equal to, Not Equal to, Greater than, Less than - Select whether you want your search to contain, not contain, start with, be equal to, not equal to, greater than, or less than the value(s) specified in the search.

Find - Click this button to execute the search. The list of available members is refreshed based on the search.

In the following example, we searched for UPC long descriptions containing “apple” and 11 items were retrieved.

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Available Selection list – The list area displays the names of the members returned by your search. Use this list to select the members to include in the member list.

Use one of the following methods to select the desired members from the available selection list in the top portion of the window and move them to the selected list displayed in the bottom portion of the window.

  • Select the desired member(s) from the available selection list and click Add. You can use Ctrl+Click and Shift+Click when selecting more than one member.

  • Double-click a member in the list.

  • Click Add All  to add all of the available members, from all pages, to the end of the selection list.

Columns in this area are sort and drag/drop enabled. In the following example, we clicked the UPC ABC Classification column and dragged it to the first position. We also clicked the Sort icon and changed the sort from ascending to descending.

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Selected list - displays the members selected for the member list. These members are not available for re-selection in the top portion of the window.

Use one of the following methods to remove members:

  • Select the desired member(s) and click Remove. You can use Ctrl+Click and Shift+Click when selecting more than one member.

  • All selected items are removed from the selected list. Removed items no longer display in the selected portion but are available for selection in the top portion of the window. When removed from the selected list, the item is added to the end of the available list section.

  • Double-click a member in the list.

  • Click Remove All to remove all of the members, from all pages of the selected list.

In the following example, there are four items in the filter and two have been selected with the intention of removing them. After the Remove button is clicked, the filter will contain only two items.

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Select – Click to access the Select Members window. This button may not display depending on administrative settings for the level. Administrators determine which version(s) of the window are available by dimension.

Paste – Click to access the Paste Members window, which lets you copy a list of members into the member list that you are building.

Options – Use to change the paging control and display columns in this window. See also Edit the Information Displayed in the Select and Advanced Select Members Windows.